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Sponsor portfolioWelfare / HealthEIN 75-1553739

SOUTHWEST BUSINESS CORPORATION

9311 SAN PEDRO AVENUE · SAN ANTONIO, TX 78216
2103217213
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$3.7M
No prior year
Persons covered
3,194
No prior year
Total participants
1,833
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.7M
SWBC CAFETERIA PLAN
Mixed3,194 covered·6 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.6M34.6%
Other$1.2M26.9%
Life$901K19.6%
Long-term disability$585K12.7%
Vision$285K6.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
SL
$1.6M43.0%113,194
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$1.4M38.4%132,040
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$298K8.1%111,791
VISION SERVICE PLAN
EIN 061227840
V
$285K7.7%111,404
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$95K2.6%1147
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
Oth
$9K0.2%112,099

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SWBC LIFE INSURANCE AGENCY, INC.SAN ANTONIO, TXMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE CO$211K$4$211K98.0%1
OCEAN CONSULTING GROUPWEST PALM BEACH, FLBERKLEY LIFE AND HEALTH INSURANCE COMPANY$3K$0$3K1.3%1
ROBERT B. FAKHIMIWALNUT CREEK, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1K$0$1K0.6%1
GREGORY L. COHNPLEASANTON, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$361$78$4390.2%1
ROBERT MICHAEL CLARKROSEVILLE, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$25$0$250.0%1
SOUTHWEST BUSINESS CORPORATIONSAN ANTONIO, TXVISION SERVICE PLAN$0$0$00.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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